See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,636 | $171,865-61.8% | $149,718-56.2% | $147,584-55.5% |
| Participation rate | 68.2% | 88.2%-20.0pp | 87.1%-18.9pp | 82.8%-14.6pp |
| Annual return | 17.26% | 2113.22%-2096.0pp | 1501.63%-1484.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,409 | $6,275-61.6% | $5,445-55.8% | $4,876-50.6% |
| Participant deferral / active EE | $3,833 | $7,271-47.3% | $6,569-41.6% | $5,439-29.5% |
| Admin fee / account holder | $109 | $13,799-99.2% | $11,283-99.0% | $10,885-99.0% |